FTS vs. AJG
FTS (Fortis Inc) and AJG (Arthur J. Gallagher & Co.) are both stocks. FTS operates in Utilities - Regulated Electric (Utilities), while AJG operates in Insurance Brokers (Financial Services). Over the past 10 years, FTS returned 9.61%/yr vs 17.92%/yr for AJG. At a 0.28 correlation, their price movements are largely independent.
Performance
FTS vs. AJG - Performance Comparison
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Returns By Period
In the year-to-date period, FTS achieves a 7.82% return, which is significantly higher than AJG's -17.35% return. Over the past 10 years, FTS has underperformed AJG with an annualized return of 9.61%, while AJG has yielded a comparatively higher 17.92% annualized return.
FTS
- 1D
- -1.47%
- 1M
- -0.98%
- YTD
- 7.82%
- 6M
- 10.63%
- 1Y
- 19.97%
- 3Y*
- 13.17%
- 5Y*
- 7.82%
- 10Y*
- 9.61%
AJG
- 1D
- -1.67%
- 1M
- 7.22%
- YTD
- -17.35%
- 6M
- -10.08%
- 1Y
- -34.63%
- 3Y*
- 1.87%
- 5Y*
- 9.17%
- 10Y*
- 17.92%
FTS vs. AJG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTS Fortis Inc | 7.82% | 29.62% | 5.81% | 7.38% | -13.69% | 22.73% | 1.91% | 29.00% | -5.86% | 24.45% |
AJG Arthur J. Gallagher & Co. | -17.35% | -8.03% | 27.34% | 20.51% | 12.44% | 39.02% | 32.12% | 31.79% | 19.19% | 25.04% |
Correlation
The correlation between FTS and AJG is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.28 |
The correlation between FTS and AJG shifts across timeframes, from 0.15 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
FTS:
$3.40
AJG:
$5.74
FTS:
16.21
AJG:
37.04
FTS:
2.36
AJG:
3.84
FTS:
2.39
AJG:
3.97
FTS:
$12.22B
AJG:
$13.94B
FTS:
$7.44B
AJG:
$7.63B
FTS:
$5.80B
AJG:
$3.66B
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Return for Risk
FTS vs. AJG — Risk / Return Rank
FTS
AJG
FTS vs. AJG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fortis Inc (FTS) and Arthur J. Gallagher & Co. (AJG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FTS | AJG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.75 | ||
| Sortino ratioReturn per unit of downside risk | +3.92 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.78 | +0.49 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | -0.85 | +4.08 |
| Martin ratioReturn relative to average drawdown | 8.05 | -1.47 | +9.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTS | AJG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | -1.25 | +2.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.40 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.78 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.47 | +0.13 |
Drawdowns
FTS vs. AJG - Drawdown Comparison
The maximum FTS drawdown since its inception was -34.36%, smaller than the maximum AJG drawdown of -57.49%. Use the drawdown chart below to compare losses from any high point for FTS and AJG.
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Drawdown Indicators
| FTS | AJG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.36% | -57.49% | +23.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.23% | -40.64% | +34.41% |
Max Drawdown (3Y)Largest decline over 3 years | -14.46% | -44.40% | +29.94% |
Max Drawdown (5Y)Largest decline over 5 years | -29.96% | -44.40% | +14.44% |
Max Drawdown (10Y)Largest decline over 10 years | -34.36% | -44.40% | +10.04% |
Current DrawdownCurrent decline from peak | -5.16% | -38.26% | +33.10% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -12.83% | +5.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 24.06% | -21.57% |
Volatility
FTS vs. AJG - Volatility Comparison
The current volatility for Fortis Inc (FTS) is 4.54%, while Arthur J. Gallagher & Co. (AJG) has a volatility of 8.97%. This indicates that FTS experiences smaller price fluctuations and is considered to be less risky than AJG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTS | AJG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.54% | 8.97% | -4.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 22.42% | -11.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.39% | 27.95% | -14.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.30% | 22.96% | -6.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.94% | 23.08% | -4.14% |
Dividends
FTS vs. AJG - Dividend Comparison
FTS's dividend yield for the trailing twelve months is around 3.34%, more than AJG's 1.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AJG Arthur J. Gallagher & Co. | 1.27% | 1.00% | 0.85% | 0.98% | 1.08% | 1.13% | 1.46% | 1.81% | 2.23% | 2.47% | 2.93% | 3.62% |
FTS Fortis Inc | 3.34% | 3.42% | 4.62% | 4.50% | 4.48% | 3.40% | 3.54% | 3.31% | 3.35% | 4.43% | 4.94% | 0.00% |
Financials
FTS vs. AJG - Financials Comparison
This section allows you to compare key financial metrics between Fortis Inc and Arthur J. Gallagher & Co.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FTS vs. AJG - Profitability Comparison
FTS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fortis Inc reported a gross profit of 935.41M and revenue of 3.39B. Therefore, the gross margin over that period was 27.6%.
AJG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a gross profit of 1.42B and revenue of 3.63B. Therefore, the gross margin over that period was 39.1%.
FTS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fortis Inc reported an operating income of 935.41M and revenue of 3.39B, resulting in an operating margin of 27.6%.
AJG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported an operating income of 341.00M and revenue of 3.63B, resulting in an operating margin of 9.4%.
FTS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fortis Inc reported a net income of 524.35M and revenue of 3.39B, resulting in a net margin of 15.5%.
AJG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Arthur J. Gallagher & Co. reported a net income of 151.00M and revenue of 3.63B, resulting in a net margin of 4.2%.
Frequently Asked Questions
FTS and AJG have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AJG has higher volatility (8.97%) compared to FTS (4.54%). In terms of maximum drawdown, FTS dropped -34.36% vs AJG's -57.49%.
FTS currently has the higher Sharpe Ratio (1.50 vs -1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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